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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.4B AUM 1,037 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 474 Added 342 Reduced 96 Exited
Page 10 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MTUM ISHARES TR 10,355.0 $2.5M 0.05% +379.0 +3.8% $240.00 +22.6%
182 MINT PIMCO ETF TR 24,618.0 $2.5M 0.04% +12K +95.5% $100.57 +0.0%
183 IYRI NEOS ETF TRUST 52,350.0 $2.5M 0.04% +6K +12.9% $47.29 +3.4%
184 CRM SALESFORCE INC Technology 13,177.0 $2.5M 0.04% +2K +18.8% $186.67 -7.0%
185 FIRST TR EXCHANGE TRADED FD 121,423.0 $2.4M 0.04% +47K +62.5% $19.92
186 FSMB FIRST TR EXCH TRADED FD III 119,908.0 $2.4M 0.04% +10K +9.1% $19.96 -0.0%
187 ISRG INTUITIVE SURGICAL INC Healthcare 5,170.0 $2.4M 0.04% +2K +45.6% $460.99 -8.6%
188 CIBR FIRST TR EXCHANGE-TRADED FD 37,080.0 $2.3M 0.04% +7K +21.3% $62.68 +29.1%
189 RSG REPUBLIC SVCS INC Industrials 10,486.0 $2.3M 0.04% +2K +26.0% $219.01 -4.9%
190 DE DEERE & CO Industrials 4,072.0 $2.3M 0.04% +301.0 +8.0% $563.25 -0.3%
191 PSFF PACER FDS TR 71,199.0 $2.3M 0.04% +62K +700.8% $32.04 +5.8%
192 MELI MERCADOLIBRE INC Consumer Cyclical 1,313.0 $2.3M 0.04% +263.0 +25.1% $1728.82 -10.5%
193 MDT MEDTRONIC PLC Healthcare 25,586.0 $2.2M 0.04% +439.0 +1.8% $86.65 -12.1%
194 RIO RIO TINTO PLC Basic Materials 23,559.0 $2.2M 0.04% +3K +12.9% $93.29 +11.1%
195 BAI BLACKROCK ETF TRUST 65,892.0 $2.2M 0.04% +8K +14.2% $32.95 +38.1%
196 AFLG FIRST TR EXCHNG TRADED FD VI 55,735.0 $2.1M 0.04% +14K +33.8% $38.57 +11.4%
197 XLP SELECT SECTOR SPDR TR 26,132.0 $2.1M 0.04% +13K +97.9% $81.98 +4.8%
198 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,208.0 $2.1M 0.04% +1K +4.2% $60.65 -5.5%
199 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 96,304.0 $2.1M 0.04% +8K +8.5% $22.15 +20.8%
200 RYLD GLOBAL X FDS 142,359.0 $2.1M 0.04% +867.0 +0.6% $14.95 +2.9%
Page 10 of 24  ·  474 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 19.5%
Consumer Cyclical 10.8%
Healthcare 10.0%
Communication Services 8.4%
Industrials 7.5%
Consumer Defensive 5.2%
Energy 4.2%
Basic Materials 3.7%
Utilities 2.8%